白毛股神：英伟达与谷歌拟将 800V 直流电源架构应用提前至今年 Q3，将利好一众供应企业

链捕手09:50

ChainCatcher 消息，白毛股神发文表示，英伟达和谷歌正推进 800V 直流（DC）电源架构的提前应用，预计相关小批量出货将提前至 2026 年第三季度启动。据悉，该技术将率先应用于英伟达的 Vera Rubin 平台以及谷歌下一代 AI 数据中心。

受此进程提速影响，功率半导体及数据中心基础设施板块有望获得显著拉动。目前被视为核心受益者的供应链企业包括台达电（2308）、Vertiv（VRT）、松川精密（7788），以及施耐德电气、伊顿和西门子等。

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北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.chaincatcher.com/article/2271379><strong>链捕手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ChainCatcher 消息，白毛股神发文表示，英伟达和谷歌正推进 800V 直流（DC）电源架构的提前应用，预计相关小批量出货将提前至 2026 年第三季度启动。据悉，该技术将率先应用于英伟达的 Vera Rubin 平台以及谷歌下一代 AI 数据中心。\n受此进程提速影响，功率半导体及数据中心基础设施板块有望获得显著拉动。目前被视为核心受益者的供应链企业包括台达电（2308）、Vertiv（...</p>\n\n<a href=\"https://www.chaincatcher.com/article/2271379\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2191332357.HKD","symbol_name":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","start_time":0,"source_url":"https://www.chaincatcher.com/article/2271379","article_id":"2643191226","we_media_id":"1041503808","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2643191226","pubTimestamp":1781488250,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"链捕手","introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 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